---
title: "EBITDA"
url: "https://knowledge.wizehub.co/en/article/ebitda"
language: "en"
last_updated: "2026-06-25T02:08:43.446Z"
---

# EBITDA

This article demonstrates how to create and update the EBITDA plan.

### **Create an EBITDA plan**

The **Budget & Capacity** plan is the foundation for all **FAB5** schedules including **EBITDA**. In most cases, the **EBITDA** plan will automatically be created alongside the **Budget & Capacity** plan. 

If you need to create a standalone **EBITDA** plan, you must have a new **Budget & Capacity** plan that is not already linked to another **EBITDA** plan. 

1.  Go to *Measure* > Financial Metrics > **EBITDA**
2.  Click 'Plan'   
      
    ![](https://cdn-assets.productfruits.com/634cc961-ab86-454e-b06f-0bd50a5560b0)  
     
3.  Click '+ Add plan'.  
      
     ![](https://cdn-assets.productfruits.com/4016fdf9-69d7-41d3-b09c-1cbac43cec86)  
     
4.  Select the financial year and capacity plan to be linked to EBITDA. 
5.  Add a title e.g. 2026 EBITDA.
6.  Switch the 'Active' toggle on if you would like the EBITDA plan to be the default plan. NB\* If you have the active toggle set to 'on' in more than one EBITDA plan, the newest plan will become the default.
7.  Click 'Add'.   
      
    ![](https://cdn-assets.productfruits.com/18c35408-e3eb-43f4-ad00-f1282da4fd59)  
     
8.  Teams will automatically sync from the Budget & Capacity plan. 

### **Update EBITDA**

Go to *Measure* > Financial Metrics > **EBITDA**

1.  In the **EBITDA** plan, enter monthly salaries and direct expenses for each team. Then add overheads and use your preferred distribution method across teams.  
2.  Click the edit icon next to each team name.  
      
    ![](https://cdn-assets.productfruits.com/0670e77f-456e-410f-82be-6a96471163a1)  
     
3.  Click on the relevant month and enter production team salaries, owner's salaries (if required), and direct expenses.  
      
    If a business owner is not part of the production team, do not enter amounts in owner's salaries. Owner's Salaries:  
    1.  Salaries Withdrawn - Enter the monthly salary paid to owner's who are in the production team.  
    2.  Market Salaries - Enter the monthly market salary you would pay to hire the equivalent role in the labour market.   
        *The highest value between salaries withdrawn and market salaries will be used in the EBITDA calculation. The main purpose is to assign a commercial salary to business profitability when business owners are paying themselves a "discounted salary".* 
4.  Click 'Save & Close'. If you have additional months to enter, click 'Save & Continue'.  
      
    ![](https://cdn-assets.productfruits.com/47699f08-8f47-45f6-9e1f-3d0d21dc2378)  
     
5.  The next step is to enter business overheads. Business overheads include operational expenses such as occupancy, marketing and administration expenses (including administration team salaries). Click 'Actions', then select 'Overhead Allocation'.  
      
    ![](https://cdn-assets.productfruits.com/1f394bda-1967-4d48-bfcb-fd5dce215fd9)  
     
6.  Click on the relevant month.
7.  Enter your monthly business overheads (overheads include non-production team salaries and business owner salaries if they are no longer working in the production division). You have three options:
    1.  By Revenue - Overheads are apportioned to each team based on the revenue contribution of each team.
    2.  By Head Count - Overheads are apportioned to each team based on the full time equivalent (FTE) of each team. If the calculation is not working, refer to [**Business Details**](https://knowledge.wizehub.co/en/article/business-details) and check your standard weekly hours. 
    3.  Manual Input - Enter an amount for each team.   
          
        ![](https://cdn-assets.productfruits.com/cefb249d-a8b6-49b2-8b75-eefc42be4b50)  
         
8.  Click 'Save & Close'. If you have additional months to enter, click 'Save & Continue'.

#### ***Lock the Reporting Period***

The default reporting period for current financial year plans is the first month of the financial year to the previous month. Users can select a reporting period and lock the date e.g. full financial year. The locked reporting period will become the default while the padlock remains locked. 

1.  To lock the reporting period, select a YTD date range and click the padlock.   
      
    ![](https://cdn-assets.productfruits.com/47302dfb-ba7f-4254-9fd2-c496f71de339)  
     
2.  Click the padlock to unlock the reporting period.   
      
    ![](https://cdn-assets.productfruits.com/0e31d9ed-2155-41cb-abf5-2851c07221f2)

#### ***View EBITDA using a Custom Range***

Users may wish to isolate EBITDA results for a single month or date range. 

1.  Click 'Custom Range'.
2.  Click on the 'Single month' or 'Month range' tab.
3.  Select the date range.  
      
    ![](https://cdn-assets.productfruits.com/d0e1edad-4f17-4d72-bbaf-b4d44bdf55af)

#### ***Print to PDF***

To print your EBITDA plan to PDF, click 'Actions' then 'Print to PDF'. 

### ![](https://cdn-assets.productfruits.com/12e28f59-d14a-4f08-9da3-2a2c435a11ab)  
  
  
**Rename an EBITDA plan**

1.  Click the 'Plan' button.  
      
    ![](https://cdn-assets.productfruits.com/67a8b96e-f5c5-462b-be47-516016d9df24)  
     
2.  Click the pencil icon.   
      
    ![](https://cdn-assets.productfruits.com/2a581bf2-5b87-45d7-87c6-471b9236e0b6)  
     
3.  Change the title and click 'Update'.  
      
    ![](https://cdn-assets.productfruits.com/7cbd08a1-2cc3-41b0-81c8-55c8cedd60f3)

### **Delete an EBITDA plan**

1.  Click the 'Plan' button.  
      
    ![](https://cdn-assets.productfruits.com/df516e53-6cc8-4865-ac0d-1b36b87b9c9a)  
     
2.  Click the bin icon.   
      
    ![](https://cdn-assets.productfruits.com/3adbbc05-691b-4bb9-b3d3-39b965ddb04f)  
     
3.  Click 'Delete' to confirm.  
      
    ![](https://cdn-assets.productfruits.com/79d84455-511e-4748-a4f1-3a2c6dd3571a)